Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,907,245
+$128,218 QoQ
Shares Held
4,211
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#594
of 1,401 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BOKF, NA holds $24,546,729 across 11 Financial Data & Stock Exchanges names. MCO ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
19,217 | $7,404,392 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
32,690 | $4,024,464 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
46,570 | $3,670,647 | |
| 4 | CME |
Cme Group Inc.
|
12,775 | $2,821,103 | |
| 5 | MCO |
Moodys Corp /De/
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|
4,211 | $1,907,245 | |
| 6 | COIN |
Coinbase Global, Inc.
|
11,194 | $1,636,450 | |
| 7 | MSCI |
MSCI Inc.
|
2,920 | $1,635,316 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
5,622 | $1,364,290 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,907,245 | 4,211 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,779,027 | 4,078 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,681,717 | 3,292 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,596,684 | 3,351 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,840,834 | 3,670 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,707,218 | 3,666 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,740,581 | 3,677 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,816,255 | 3,827 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,634,471 | 3,883 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,639,327 | 4,171 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,677,063 | 4,294 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,420,867 | 4,494 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,040,725 | 2,993 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $1,187,357 | 3,880 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,229,549 | 4,413 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,076,247 | 4,427 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,046,029 | 7,523 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $2,449,258 | 7,259 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $4,459,641 | 11,418 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $3,937,459 | 11,088 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $2,967,884 | 9,939 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $2,098,144 | 7,229 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,815,313 | 9,713 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $2,207,180 | 8,034 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $1,677,406 | 7,931 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||